Investment Advisor – Personal Investment Expert for Surat

Explore NS Wealth’s Fee-Only Investment Advisory to Grow Your Money.

SEBI REGISTERED INVESTMENT ADVISOR
SEBI Registered Investment Advisor

10,000

Satisfied
Clients

4.9

Ratings on
Google

Rs.100Crs

Asset Under
Management

Are you confused?

Unclear Portfolio Performance

Are Your Investments Meeting Your Goals? Without regular review, performance can silently fall behind.

Overlapping schemes

Investing in similar types of products can lead to duplication, reduce diversification, and potentially limit long-term gains.

Wrong Product Selection

Following trends or tips can result in misaligned products. Your portfolio should align with your goals and risk tolerance.

High Expense Ratio

High-cost products eat into your returns. It’s essential to review whether you’re paying more than you should be.

Too many schemes in a portfolio

An Ideal portfolio size is essential, as too many schemes lead to confusion and underperformance, while a smaller-than-ideal size leads to lower diversification.

Looking to book a Discovery Call?

We have experts who can assist you right now via phone or an online meeting on Google Meet

NS Wealth’s Investment Advisor in Surat.

If you are looking for a dependable investment advisor in Surat, your search ends here. NS Wealth is a partner to rely upon. We are a fee-only Investment advisory firm that has been working with families in Surat and other parts of India for the past 16 years on their journey to financial freedom.

Surat, the city of diamond traders and textile manufacturers, is now facing a growing challenge in navigating the confusion between different financial products and in balancing financial goals, risk, and markets. It is where NS Wealth comes to the rescue: a SEBI-registered Investment Advisor (SEBI Registration No. INA000009551) that delivers conflict-free, goal-focused investment strategies for Surat’s high-earning individuals navigating the complexity of markets and irregular cash flow.

NS Wealth’s structured process for investment advisory helps the client in mapping cash flows, risk-appetite, and timelines to create a disciplined portfolio – balance growth assets with stability while minimising taxes and avoiding emotional decisions during market downturn.

We’ll Deal in

Mutual Fund

Mutual Funds

Tax Savings Schemes

Tax Savings Schemes

Alternate Funds

Alternate Funds

Bonds & Deposits

NS Wealth’s Investment Advisory Process.

The firm follows a structured process that has been developed over 16 years. We have served over 1,000 families and today manage assets of over Rs 1,000 crores for our clients. Our investment advisory process’s underlying thesis is to generate tax-efficient returns that align with their risk profile and risk-taking capacity.

Financial Analysis

Assessment of income, assets, liabilities, and objectives.

Risk Profiling

Understanding your comfort with market volatility through a psychometric test, a key factor in defining asset allocation.

Portfolio Planning

Create a customized portfolio tailored to your risk profile, featuring the right mix of financial products that align with your asset allocation and support your short-, medium-, and long-term goals.

Implementation

We execute your portfolio plan with trusted & regulated financial institutions.

Review & Rebalancing

Regularly monitor the portfolio in alignment with market and life changes to generate better returns.

How can our investment advisors help?

Working on an investment plan is not just about making fund selections; it requires a comprehensive understanding of life stage, financial goals, and risk appetite, and the development of an ideal investment plan. Our experienced investment advisors are here to help and would be happy to serve as a long-term partner for your financial decisions. NS Wealth’s advisors combine financial planning, investment research, and behaviour coaching to help you stay disciplined in different market cycles. The key ways NS Wealth’s investment advisors can help you include:

  1. Comprehensive financial planning that aligns your financial goals with your investment objectives. We will analyse both short- and long-term goals and create an investment plan supported by detailed cash-flow and risk analyses.
  2. An unbiased scheme selection advisory: as a SEBI-registered investment advisor, we analyse ETFs, funds, and other financial instruments based on their risk-return profiles and assess their suitability for every individual’s monetary journey.
  3. Tax-efficient investment advice: if you don’t do your investment planning well, taxes may eat away a lot of your returns, delaying your financial goals. NS Wealth’s Investment Advisors are tax-aware and can help you structure your investments in line with current tax laws, helping you keep more of what you earn over time.
  4. Protection planning, every investment comes with its own set of risks. Investment management is not about selecting the financial instrument that yields the highest return, because each additional return increases risk. High-risk portfolios might put you in a situation where you can’t even recover the capital invested. NS Wealth’s investment advisors imbibe risk management in their investment advice in alignment with your financial goals and their terms, making your life easy.

Who we serve

Our Client includes

We plan portfolios based on the client’s profile and tax status to generate better risk-adjusted returns.

Salaried

Helping them achieve their financial goals and emergencies, and optimize for taxes.

Professionals

Helping them navigate between life goals and emergencies with an unsteady flow of income.

Families

Plan for children’s education, housing, and intergenerational wealth.

Entrepreneurs

Helping them create a balance between unforeseen business challenges and personal finance.

NRIs

With robust financial plans to attain life goals and navigate between taxation of different countries.

Retirees

Helping them to optimize post-retirement income strategies so that they don’t outlive their savings.

Why Surat should choose Our Investment Advisors?

NS Wealth Investment Advisors brings a structured approach to wealth creation and risk management to Surat. The teams combine detailed knowledge of financial markets and the local economy to create investment strategies that align with the client’s financial goals and risk appetite. Surat Investors should choose us because:

  • Goal-oriented approach of investment: Our advisors first let the client articulate their financial goals in terms of value and timeline, which becomes the bedrock of any investment strategy they prescribe. A goal-oriented approach enables the client to build wealth despite irregular cash flows, which are common among entrepreneurs in Surat.
  • Tax-Efficient Investing: If your investment portfolios are created with taxes in mind, they might eat up a lot of your returns. Our Investment advisors collaborate with tax consultants to do that on your behalf and map investment strategies to tax optimisation, helping you save significant taxes.
  • Transparent process: We ensure that every client is made aware of what they are getting into. We guarantee that the client understands the risk associated with a particular investment, which makes the client’s life much easier.
  • Regulatory protection: Since NS Wealth operates in a fee-only model and is a SEBI-registered Investment Advisor. The regulations ensure our advisors work in your client’s favour, and their incentives are aligned with your client’s financial success. There is an SEBI-compliant client redressal mechanism that ensures protection of the client’s interest.
  • Digital-first service: NS Wealth, through an online platform, ensures clients can access their advisors and portfolio from the comfort of their home. Our Online Investment account lets you track investments and plans at your fingertips, making financial management very easy.

NS Wealth Solutions Pvt Ltd provides investment advisory services all over India :  Agra |  Ahmedabad |  Ahmedabad |  Bangalore |  Bhopal |  Bhubaneswar | Chennai |  Coimbatore |  Dehradun |  Delhi |  Guwahati |  Hyderabad |  Indore |  Indore |  Jaipur |  Jamshedpur |  Kanpur |  Kolkata |  Lucknow |  Ludhiana |  Mumbai |  Nagpur |  Nashik |  Chandigarh |  Patna |  Pune |  Rajkot  |  Ranchi |   Surat |  Udaipur |  Vadodara |  Varanasi

Comprehensive NS Wealth Services Tailored to Meet Your Unique Needs

#1

Retirement Planning

We help you build a retirement plan that ensures financial freedom in later years.

#2

Expert MF Portfolio Analysis

Our SEBI-registered advisors conduct a detailed analysis of your mutual fund portfolio.

#3

Financial Health Check up

An X-ray of your present state of finances to reach the desired state sooner

Frequently Asked Questions -FAQs

NS Wealth is a SEBI-registered Investment advisor with license number INA000009551 and offers only fee-based investment advisory services.

NS Wealth has been advising clients in Surat for over 16 years. We typically serve salaried and independent professionals. Currently, Rs. 1000+ crore in assets is under advice with NS Wealth.

We don’t charge a commission-based fee. We charge a yearly fee of 1% of the asset.

NS Wealth’s investment philosophy is active and long-term. We align clients’ portfolios based on their financial goals and risk profiles.

We generally review our portfolio every quarter, but you can always access your live portfolio through NS Wealth’s Online Investment account.

Free Financial Planning Guide
for 2025

Created by NS Wealth Experts

FINANCIAL PLANNING GUIDE 2025